+13,271.7%
GOOGL vs SCHW
+1,415.6%
+11,856.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.3% |
| 7D | -2.8% | -2.8% | -0.1% | -1.9% |
| 30D | -3.2% | -0.1% | -3.1% | -3.2% |
| 3M | -6.6% | +20.6% | -27.2% | -12.4% |
| 6M | +8.5% | +15.9% | -7.5% | +2.7% |
| YTD | +6.5% | +8.5% | -2.0% | +2.9% |
| 1Y | +39.4% | +17.8% | +21.6% | +30.7% |
| 3Y | +146.2% | +88.5% | +57.7% | +92.5% |
| 5Y | +138.3% | +60.6% | +77.7% | +88.5% |
| 10Y | +751.7% | +298.0% | +453.6% | +352.2% |
| All | +13,271.7% | +1,415.6% | +11,856.1% | +4,188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SCHW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling